See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,853 | $49,227+11.4% | $70,449-22.1% | $79,858-31.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 9.83% | 30.06%-20.2pp | 109.03%-99.2pp | 31.71%-21.9pp |
| Employer contribution / active EE | $6,775 | $2,099+222.8% | $2,737+147.6% | $2,471+174.2% |
| Participant deferral / active EE | $7,343 | $2,768+165.3% | $3,709+98.0% | $3,740+96.3% |
| Admin fee / account holder | $5,937 | $2,878+106.3% | $3,845+54.4% | $5,306+11.9% |